The importance of trust and wealth planning
Challenges to wealth preservation can be daunting, from unprepared beneficiaries, mismanagement of assets and family dynamics, to taxation, and legal disputes.
But with sound wealth planning, these challenges can be mitigated and sometimes may even be eliminated altogether.
With proper wealth planning you can:
Structure your wealth tax-efficiently*
Reduce risks to your wealth
Minimize family conflict
Ease business succession
Enable philanthropic interests
We know the wealth you wish to protect may extend far beyond traditional assets, including business interests, art collections, yachts, and more. Additionally, we understand your assets, as well as your loved ones, may be located all over the world.
Our custom trust structures can accommodate diverse holdings and address the challenges of having assets and family located in multiple jurisdictions.